Prepare demonstration environments of Dynamics 365 Business Central

As a Business Central reselling partner, you might want to have an environment that you can show prospects as part of pre-sales demonstrations. Depending on your requirements, you have several different options that are described in this article.

Learn more about Business Central trials and subscriptions here.

Microsoft 365 demo plus Business Central

For repeatable demos that showcase Business Central together with Microsoft apps and services in an independent Azure organization (tenant) that you fully control, get a Microsoft 365 demo account at https://aka.ms/CDX. You have access to the Customer Digital Experiences site if you are enrolled with the Microsoft Partner Center.

Such Microsoft demo accounts give you environments that you can use for demos and training without the risk of introducing changes to an existing production environment, for example. For more information about demo accounts in general, see Offer your customers trials of Microsoft products in the Partner Center documentation.

To get a demo environment based on Microsoft 365 content packs

1. Log in to aka.ms/cdx using your partner account.

2. Choose the My Environments tab, and then, under My tenants, choose the Create Tenant button.

3. As the type, choose Quick Tenant.

4. As the period, choose either a quarter or a full year.

   Your account in CDX has access to a limited quota of tenants that can last three months or a full year. For more information, see the CDX FAQ.

5. As the location, choose the region that is closest to your location.

   This setting determines the location in which the tenant is deployed, but you will be able to add Business Central environments to it for any country/region afterwards.

6. Choose one of the available content packs and then choose the Create Tenant button.

   You can choose the Dynamics 365 Business Central content pack if the location you specified is North America, Asia/Pacific, or Europe, Middle East, Africa. This content pack includes demonstration users and Microsoft 365 licenses.

   You can also choose any of the other content packs that might better match your prospects' industry or interests, such as the following content packs:

   • Microsoft 365 Business Premium Demo Content
   • Microsoft Teams for Consumer Goods
   • Dynamics 365 Customer Engagement

   These content packs give you a dedicated demonstration organization in Azure that includes multiple demo users with Microsoft 365 licenses.

   Note

   When demand for a specific content pack is high, the Create Tenant button is disabled, and you must choose a different content pack.

   Next, you sign up for a Business Central trial.

7. In a dedicated browser window, go to the https://dynamics.microsoft.com/business-central/ page, choose the Get started button, and then choose the Sign up now button.

   Use the new administrator account that you got as part of your demo account, typically called something like admin@CRMbc123456.onmicrosoft.com, or admin@contoso.onmicrosoft.com.

   Tip

   We recommend that you use profiles in the Microsoft Edge browser rather than InPrivate or Incognito browser mode. For more information, see Microsoft Edge documentation.

By now, you have a dedicated demonstration organization in Azure that includes multiple demo users with Microsoft 365 licenses, and a Business Central environment.

The initial Business Central demo environment comes with two companies:

• The CRONUS demonstration company

• An empty company with the name My Company, but it might have a different display name for demo purposes

You can keep using the demonstration company until the tenant expires, if you use it a couple of times per week. However, if you start the trial experience or switch to the empty My Company, that experience will expire after 30 days. If the trial expires, you can extend the trial, create a new environment, or return to the CRONUS demonstration company. For more information, see Dynamics 365 Business Central Trials and Subscriptions in the business functionality content for Business Central.

You can now enable the Premium user experience in the new company's Company Information page, populate the company with any data that is required for their evaluation scenarios, and present the environment to the prospect.

For example, if you sign up for a trial with a Microsoft 365 demo account, you can keep that environment for up to a year. However, if you switch to the actual trial experience in Business Central, that experience will expire after 30 days. At that point, you can extend the trial, or you can return to the CRONUS demonstration experience, which will still be available until your Microsoft 365 demo account expires.

Customize the demo environment

Since 2022 release wave 1, you can add the Contoso Coffee Demo Data app to your demo company to showcase advanced supply chain functionality. Learn more here. 2022 release wave 2 adds connectivity apps that you can learn more about here.

Because you are logged in as the global administrator of the demonstration tenant, you can access the Microsoft 365 administration center. The following list illustrates the types of work that your demo account can do:

• Subscribe to additional apps and services that may be relevant to your demos

• Configure apps and services by accessing their administration centers

• Modify or add user accounts, and assign licenses

• Set up the organizational profile to reflect your prospect's business and brand

Your administrator account also gives you access to the Business Central administration center, where you can make further customizations, such as the following:

• Create additional environments within the available quota, depending on your needs.

  For example, you can create a Business Central environment for a specific country/region, or create a dedicated sandbox that you then apply your solution to, such as by deploying your app straight from Visual Studio Code. For more information, see Managing Environments.

• Specify the update window and date for your environments, so that planned updates will not interfere with your demos.

• Add your own email address to the list of notification recipients, so that you will be informed of upgrades to your Business Central environments or any issues that may impact your planned demos.

• Try out new functionality in preview environments that are available about two months before a major update. For more information, see Prepare for major updates with preview environments.

With your administrator account, you can install apps from AppSource, and you can set up integrations between Business Central and other services. For example, you can add the Business Central app for Microsoft Teams, and you can run the Set up your Business Inbox in Outlook assisted setup guide on behalf of the organization as described in the Use Business Central as your Business Inbox in Outlook article. You can also add Dynamics 365 Customer Service, Dynamics 365 Sales, Power Automate, Power Apps, and many more.

Some content packs provide additional demonstration data for non-administrator accounts, such as example channels and conversations in Microsoft Teams that can reduce the time needed to customize the experience for a demo. You can log in with the demo user account, often called meganb@M365B123456.onmicrosoft.com, or something similar, for the non-administrator experience.

Use profiles in Microsoft Edge

If you demo in the new Microsoft Edge browser, you can easily switch between different browser profiles. That way, you do not have to use private mode for browsing, and you can let Microsoft Edge save passwords and sites to any of your browser profiles, including a Microsoft 365 demo account. Business Central also performs well in the Microsoft Edge for even better demos. You can also switch the page layout to Focused to minimize demo distraction. For more information, see Microsoft Edge documentation.

Pre-sales performance evaluation

If you want to provide a prospect with an online environment where you want to demonstrate the performance and reliability of Business Central online in addition to demonstrating functionality, you must take a few extra steps.

To demonstrate the functionality of the default version of Business Central, without focusing on performance, you can quite simply use your own trial experience based on a Microsoft 365 demo account. We recommend that you show the full functionality of the default version by switching the tenant to the 30 day trial and the associated My Company. You can then enable the Premium user experience in the new My Company's Company Information page, populate the new company with the data required for their evaluation scenarios, and present the environment to the prospect.

To demonstrate the functionality of the service, with a focus on performance, you can take the same step as outlined above, but then also sign up the prospect for the Business Central Premium Trial offer that is available through your CSP access in the Partner Center, wait 24 hours, and then run your performance evaluation. For more information, see Preparing Test Environments of Dynamics 365 Business Central.

That 30 day trial is as close to an actual production environment performance as you can get. You only have those 29 days to run your tests and convince the prospect, of course, but provided that you have prepared everything in advance, it should give you time enough.

If the prospect is convinced and decides to buy Business Central, you can then either let them keep the environment that they are currently using, or create a new production environment for them. If the tenant is yours rather than the prospect's, then a new tenant will be provided to them.

For more information about performance and Business Central, see Performance Overview.

Add a Business Central trial to your prospect's organization

Any organization in the supported markets can sign up for a free trial from the https://dynamics.microsoft.com/business-central/ page. To learn how to sign up, see the Sign up for a free Dynamics 365 Business Central trial article.

This type of environment can be useful if you want to demonstrate the general user interface, for example, or talk about how they can add capabilities with apps from AppSource.

If a prospect has signed up for a free trial, and they use Business Central to help run their business, then they must decide whether to subscribe within the first 60 days. If they extend their trial once, and they are still not sure, they must contact a partner.

However, in many cases, you will probably prefer to show prospects more tailored experiences with your own trial as described in the Microsoft 365 demo plus Business Central section.

Connectivity apps

Starting in 2022 release wave 2, Business Central online environments can list one or more apps on the Connectivity Apps and Banking Apps pages. We recommend that the admin opens the Connectivity Apps page from the Extension Management page and allows the underlying extension to connect to its external service either once or always. Business Central then connects to AppSource to generate a short list of apps that have been approved for that country or region. These particular apps can connect to external services, such as online banking.

If you are an ISV and want your banking app to show up in the Connectivity Apps page, reach out to us at Microsoft. We're testing the suggested apps according to business and functional requirements. The list relies on AppSource and is intended to show the best apps in that business's country or region for core connectivity scenarios. Learn more at Requirements for Connectivity Apps.

Use Contoso Coffee demo data for advanced manufacturing

The Contoso Coffee Demo Data app for Business Central includes demo data that you can add to a trial company or a sandbox environment to showcase or learn advanced manufacturing capabilities. For more information, see Introduction to Contoso Coffee Demo Data and Scenarios for Contoso Coffee Demo Data in the business functionality content.

Add Dynamics 365 Sales Professional

Once you have a Microsoft 365 demo account as described in the To get a demo environment based on Microsoft 365 content packs section, you can use the admin account to also sign up for a trial of Dynamics 365 Sales Professional so that you can demo the integration of the Sales app and Business Central.

To add Dynamics 365 Sales Professional to your Microsoft 365 demo account

1. In a dedicated browser window, sign in as the admin account for the Microsoft demo account that you created in the To get a demo environment based on Microsoft 365 content packs section. For more information, see the Use profiles in Microsoft Edge section.

2. Go to the Microsoft Dynamics 365 Sales Professional marketing page, and choose the Try free action, and then follow the guidance in the steps to add the Sales trial to your account.

   Once the trial is available, proceed to the next step.

3. In another browser tab, sign into Business Central at https://businesscentral.dynamics.com/?redirectedFromSignup=1.

4. Choose the icon, enter Dataverse Connection Setup, and then choose the related link.

5. Follow the steps in the wizard to connect to your Sales trial.

   To finish setting up the connection, you must run the Sales-specific assisted setup.

6. Choose the icon, enter Dynamics 365 Connection Setup, and then choose the related link.

7. Follow the steps in the wizard to connect to your Sales trial.

Richer demos with the Customer Engagement content pack

In certain scenarios, you want to demo richer integration capabilities than the Sales Professional app offers. In those cases, you follow the same steps to get a Microsoft 365 as is described in the To get a demo environment based on Microsoft 365 content packs section. But you choose the more advanced Dynamics 365 Customer Engagement content pack so that you can demo integration with Power Apps, Power Automate, and the Dynamics 365 Sales Enterprise, for example.

To get richer demo environments with Dataverse and the Customer Engagement content pack

1. Follow the steps in the To get a demo environment based on Microsoft 365 content packs section. But at step 6, choose the more advanced Dynamics 365 Customer Engagement content pack.

2. Complete step 7 in the procedure where you sign into Business Central with the new Microsoft 365 tenant's admin credentials.

   Next, you move to the Power Platform to prepare the demo environment.

3. Sign into the Power Platform Admin Center with the same admin credentials.

4. In the list of environments, choose the trial environment, and then choose the Convert to production action.

   Note

   The trial environment will have the Type field set to Trial (29 days). Do not convert the default environment.

   After a few minutes, the trial environment is converted to a production environment, and the Type field changes to Production.

5. Choose the converted environment again, and then choose the Convert to sandbox action.

We recommend that you convert the environment to a sandbox environment for demo purposes. In the sandbox environment, you can:

• Reset the environment without any Dynamics 365 apps, which effectively gives you an empty Dataverse database to connect to using the Set up Dataverse connection assisted setup if you want to integrate Business Central just to Dataverse.

  For more information, see Reset environment in the Power Platform docs, and Integrating with Microsoft Dataverse in the business functionality content for Business Central.

• Reset the environment with specific Dynamics 365 apps with or without sample data to demo to various audiences. For more information, see Reset environment.

  For example, when you reset the sandbox environment, you can choose to deploy Sales enterprise and demo integration between Business Central and the full capabilities of Dynamics 365 Sales. For more information, see Integrating with Dynamics 365 Sales in the business functionality content.

Demo in a sandbox environment

You can set up tailored demo environments in a sandbox environment if you already have a Business Central tenant. For example, to show two different implementations of a capability, or to illustrate an integration point.

Starting in February 2022, partners can request dedicated licenses to set up additional sandbox environments. For more information, see Partner sandboxes.

See also

Preparing Test Environments of Dynamics 365 Business Central
Trials and Subscriptions
The Business Central Administration Center
Managing Environments
Administration of Business Central Online
Data and access when a trial or subscription ends
Deployment of Dynamics 365 Business Central
Offer your customers trials of Microsoft products
Performance in Business Central online